Aaron James Deer discusses his midcap Western bank coverage. Mr. Deer says the recent surge for banks is sustainable as long as political outcomes match up with expectations. He says that generally speaking, his earning estimates are rising, which stems from the upward shift of the yield curve and rising expectations for additional rate hikes by the Federal Reserve.
Full interview available here.
Interview Highlights: Jacquelynne Chimera Bohlen of Keefe, Bruyette & Woods, Inc. on Pacific and Southwest Banks
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Interview Highlights: Bryce Rowe of Robert W. Baird & Co. on Pacific and Southwest Banks
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Interview Highlights: Brett Rabatin of Piper Jaffray & Co. on Pacific and Southwest Banks
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Alexander Goldfarb of Sandler O'Neill + Partners Identifies Top Picks in the REIT Sector
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